Portfolio Management Services (PMS)Compare Schemes
Piper Serica Advisors - Leader Portfolio vs Shepherds Hill - Value Magno
Add SchemeGrowth of ₹1 Crore
Piper Serica Advisors - Leader Portfolio
Shepherds Hill - Value Magno
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
0.15%
6 Months
24.70%
5.44%
1 Year
21.80%
6.80%
3 Years
16.46%
17.32%
5 Years
12.29%
18.10%
Since Inception
17.31%
16.54%
Fund Age
7 yrs 2 mo
11 yrs 1 mo
AUM
₹328.39 Cr
₹120.51 Cr
Alpha – 1 Year
22.15%
3.04%
Alpha – 3 Years
7.46%
6.42%
Information Ratio – 3 Years
1.55
0.53
Volatility – 1 Year
22.56%
13.99%
Volatility – 3 Years
18.01%
15.09%
Beta – 1 Year
1.10
0.76
Beta – 3 Years
0.98
0.68
Sharpe Ratio – 1 Year
0.85
0.16
Sharpe Ratio – 3 Years
1.07
0.86
Worst Rolling Year
7.49%
-18.71%
Value at Worst Rolling Year
₹1.07 Cr
₹0.81 Cr
Deepest Drawdown
−21.44%
−12.53%
Recovery Period
123 days
92 days
1-Year Rolling Windows Positive
100.00%
77.50%
Median Rolling Year
17.12%
19.23%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
L 15% · M 5% · S 66%
Number of Stocks
16
16
Portfolio P/E
—
—
Top 5 Holdings
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
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Top Sectors
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
22% of profit, above 6%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 1%
3% / 2% / 1%